Interact to see
Advertisement
Advertisement
VSCAX vs VSOIX
VSCAX vs VSOIX Comparison
Open Charts VSCAX vs VSOIX
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
Victory Sycamore Small Company Opp I
Price$45.30
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets4.98B
VSCAX vs VSOIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSCAX vs. VSOIX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VSCAX is a Hold and VSOIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.35B vs. VSOIX (4.98B). VSOIX pays higher dividends than VSCAX: VSOIX (0.81) vs VSCAX (0.32). VSCAX was incepted earlier than VSOIX: VSCAX (26 years) vs VSOIX (18 years). VSCAX (1.10) is less costly to investors than VSOIX (0.89). VSCAX is a more actively managed with annual turnover of: 52.00 vs. VSOIX (37.00). VSCAX has a lower initial minimum investment than VSOIX: VSCAX (1000) vs VSOIX (2000000). VSCAX annual gain was more profitable for investors over the last year : -3.06 vs. VSOIX (-14.08). VSCAX return over 5 years is better than : 75.36 vs. VSOIX (4.11).
| VSCAX | VSOIX | VSCAX / VSOIX | |
| Total Expense Ratio | 1.10 | 0.89 | 124% |
| Annual Report Gross Expense Ratio | 1.10 | 0.89 | 124% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 5.657 | -4.113 | -138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 4.98B | 148% |
| Annual Yield % from dividends | 0.32 | 0.81 | 39% |
| Returns for 1 year | -3.06 | -14.08 | 22% |
| Returns for 3 years | 30.86 | -9.24 | -334% |
| Returns for 5 years | 75.36 | 4.11 | 1,833% |
| Returns for 10 years | 34.62 | 17.27 | 201% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers